Aarti Drugs conducted their earnings con-call today at 4:00 PM

"Target of 4500+ cr topiline till 2025"

@unseenvalue @darshanvmehta1 @sonalbhutra @Milind4profits

Here are the key highlights 😀👇

Jyothy Labs conducted their earnings con-call today at 3:00 PM

Here are the key highlights 😀👇

@drprashantmish6 @unseenvalue @proxy_investor @deepakshenoy

#concall

Sector Trend:
• Strong demand in Homecare and healthcare
• Institutional business has gradual comeback and now near to pre-covid level
• New launches: Exo All Surface Cleaner launched in South of India
• Media spent increased for more growth
• Market share has been improved

Business: Updates:
• A&P spend increased with growth in business segment.
• Segmental performance in image.
• Due to lower other expenses the EBIDA margins have seen growth insipte of increase in adv. cost.

Business segment:
• Mainwash segment has started doing better.
• Postwash segment is still constrain as school and office are closed. However there is gradual growth.
• Dishwash segment remain robust and company continuous to see good growth over diswash.

Sales Growth:
• Higher utlization has been helping in decreasing the cost.
• Sales force with higher utlization reduces per cost, hence increase in margin.
• Increase in price has very little part.
• Company has current guidance of same margins of around 14-15%.

Greenpanel Industries conducted their earnings con-call today at 4:00 pm

"One of the major MDF player in India"

Here are the key highlights of the call 😀👇

@varinder_bansal @nid_rockz

- MDF segment has margin of 24% during the quarter. There was price hike during the quarter as some raw material prices also went up. Company is planning 200 bps improvement in margins

- The current quarter looks good so the company is planning for 100 percent to 110 percent capacity utilization for both plants.

- The company have divided forex loss in 2 parts: 7 crore in interest and 1 crore above EBITDA.

- Company have sold out some assets of subsidiaries and also faced operational loss which can be experienced again.

- Exports market: Anti dumping which was announced couple of weeks back has been confirmed by the government. This will improve the margins.

- Capex of 55 crore. One part of the capex is for increasing capacity by adding additional machinery at the existing plants. The second part of the capex is for reducing the cost of operation.

How Amazon makes money?

[ Amazon's business model decoded😃]

@dmuthuk @unseenvalue @FI_InvestIndia @Vivek_Investor @drprashantmish6 @caniravkaria

🧵👇

1/ A person named Jeffery earns 100 dollars per month and has an expenditure of 120 dollars monthly. He has a very good reputation in the society. So, he takes a loan of 1k dollars for a month and this 1k cash is invested in new business ventures.

2/ For the next month, he pays his liability back by taking a loan from another person for 1.5k dollars. The loan of 1k is paid back and the remaining 500 dollars are invested in another business venture.

3/ By the end of the month, he earns 150 dollars through his old and new business ventures but has a total expenditure of 200 dollars. He again is in a deficit of 50 dollars. To pay back his 1.5k dollar loan, he takes a loan for 2k dollars

4/ This cycle goes on and on. Jeffery keeps on taking bigger loans to repay the previous loan and the leftover extra loan is invested in bigger ventures which produce more expense than income.

Zurich axioms - A book on Risk taking, by Max Gunther

@safiranand @jposhaughnessy @Vivek_Investor @BalakrishnanR @Covel @shyamsek @_anshulkhare

#investing
#Bookthread 👇🧵

Switzerland, a country with no strategic or geographical advantage, became the world’s banker by learning how to manage risk and facing it head on.

Zurich axioms are simple rules in order to learn about betting to win.

The First Major Axiom:
ON RISK

- Life is an adventure. In order to experience life to its full potential one has to take meaningful risk.. All Investments are speculation. Some people accept it. some don’t.
Always play for meaningful stakes.

- An investment with a small stake would not incur significant loss but will not generate any significant gain too. It should also not be so huge that loss would bankrupt a person.

- Resist the allure of diversification. The more one diversifies, the smaller the speculation gets. Through diversification all the losses and gains are likely to cancel out and no sizable difference is made.

I’m contemplating leaving @twitter. The platform has proven to be instrumental in harming people with marginalized identities, which normally I wouldn’t blame a media platform for except that @jack has demonstrated negative interest in doing anything about it.

in the past when I’ve thought about this I’ve thought about it from the perspective of my own safety/comfort. And I’m good on that front; I can handle it. But now I’m thinking about it differently: thinking about the people who tell me they join or stay on twitter because of me.

Every time someone in the press refers to me as a “twitter celebrity” (actual phrase that I don’t fully understand or subscribe to but this is what people say) it means that my presence and voice are adding social cachet to a company that I find to be quite terrible.

People tell me that they learn a lot from what I have to say here, and sometimes that it’s their first or only exposure to certain ideas, histories, perspectives, etc. and I have to weigh that too. But I could post that stuff elsewhere.

We’ll see. I’m just thinking aloud for now but I’m watching closely to see what @twitter and @jack do in the coming days and how they respond to what we now know about Cesar Sayoc (beyond one really stupid tweet). Because we know it’s not just him. Big changes need to happen.

SocialCops’ 10 (base 10) Engineering Commandments — the values that drive everything for the #Engineering Team #InsideSocialCops 🙌

(Thread👇) Tell us if you can relate to any of these? Do you have your own values that guide your decisions? Share them with us! ⛳

0. Coder != engineer

Coders focus just on writing code to make something work. Engineers take a much wider view, focusing on both the problem and every aspect of the solution. 🤓

1. “Import lib”

It's not wise to waste time building tools or libraries if there’s already something that does the same job! Wherever possible, extend existing libraries and contribute back to the community. 💁‍♀️

2. With great power comes greater responsibility

Every choice we make on our platform and every feature we build stands up to a responsibility — helping people make more data-driven decisions and bring about real change for millions of people. 💪

3. Fail fast and keep learning

Failing fast is about doing lots of fast iterations and learning from each, rather than getting stuck on one solution or decision. 👊

1/ Something strange is happening with people’s sex lives. 20-somethings are having sex later and less frequently than previous generations. I spent several months digging into this for @theatlantic. https://t.co/5ehzmWY9wi

2/ This phenomenon—I’m calling it a Sex Recession—really surprised me. It seemed improbable in the age of Tinder, digital porn, and attitudes that are generally permissive and sex-positive.

3/ What’s happening isn’t exclusively American: Similar trends are being observed in other countries, including Japan, Australia, the U.K., Finland, and the Netherlands.

4/ One cause is obvious: Adults under 35 are less likely to be living with a partner than in recent decades, and more likely to be living with their parents—which, it’s safe to say, isn’t great for one’s sex life.

5/ But I also found other explanations, each with profound implications. The first, unsurprisingly, has to do with internet enticements. Netflix and other online entertainment may be substituting for sex.

@danielashby @AdamWJT @Greens4HS2 @TheGreenParty @GarethDennis @XRebellionUK @Hs2RebelRebel @HS2ltd I'll bite. Let's try to keep it factual. There's a reasonable basis to some aspects of this question, that it might be possible to agree on. Then there are other, more variable, elements which depend on external factors such as transport and energy policy. /1

@AdamWJT @Greens4HS2 @TheGreenParty @GarethDennis @XRebellionUK @Hs2RebelRebel @HS2ltd First up, we know reasonably well how much energy it takes to propel a high-speed train along the HS2 route. We can translate that into effective CO2 generated by making some assumptions about how green the electricity grid is. /2

@AdamWJT @Greens4HS2 @TheGreenParty @GarethDennis @XRebellionUK @Hs2RebelRebel @HS2ltd Secondly, we have a reasonable grasp of how much CO2 is going to be generated by building HS2 - there are standard methods of working this out, based on the amount of steel, concrete, earthmoving, machine-fuelling etc required. /3

@AdamWJT @Greens4HS2 @TheGreenParty @GarethDennis @XRebellionUK @Hs2RebelRebel @HS2ltd Thirdly, we can estimate how much CO2 is generated by cutting down trees, and how much is captured by planting new trees. We can also estimate how much CO2 is needed to keep the railway running and generated by maintaining the track /4

@AdamWJT @Greens4HS2 @TheGreenParty @GarethDennis @XRebellionUK @Hs2RebelRebel @HS2ltd We know how much CO2 is saved by moving goods by freight train on the lines freed up by moving the express trains on to HS2, rather than by truck. /5

Thread:
A year ago, at this hour exactly I was in Maujpur in northeast Delhi. For days, weeks & months, I -- like several other reporters -- filed multiple stories on the #DelhiRiots. On the violence, the perpetrators, the victims, the burnt homes & shops, the fear.

I remember every minute of Feb 23, 2020 -- from the speeches to smoke billowing from afar. What I can't ever forget is the face of a man who sat alone in front of a shop, his kurta dusty and torn, blood on his forehead, unable to answer who he was & where he wanted to go.

I've his photo, I never posted it anywhere, and I won't either. He was in such shock, and there was no help around. I tried talking to him but he didn't say a word. He was numb.

It'll take me years before I can fully write down what happened that afternoon -- a stampede, stones flying all around me, a colleague who held nu hand & ran, another who lost her slipper for a minute, tear gas, my inhaler, salt.

I sent my mother messages, my hands trembling. At 1 am, I was home -- my head buried inside a pillow between my parents.